Investor intelligence · Universe
Investor universe
The public-regulatory universe, RIAs & family offices (Form ADV) and institutional managers (13F). Click any entity for its profile & holdings. Read-only; public SEC data, no contacts.
36,242 matches · showing 3901–4000 (page 40 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| SLATESTONE WEALTH LLC → | RIA / FO | $1.8B | JUPITER, FL | CRD 286669 |
| CURATED WEALTH PARTNERS, LLC → | RIA / FO | $1.8B | EL SEGUNDO, CA | CRD 297852 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC → | RIA / FO | $1.8B | NEENAH, WI | CRD 107630 |
| OPTI CAPITAL MANAGEMENT LP → | RIA / FO | $1.8B | NEW YORK, NY | CRD 292742 |
| OFS CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.8B | CHICAGO, IL | CRD 153533 |
| ALTERNATIVE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.8B | NEW YORK, NY | CRD 158028 |
| IRONWOOD INVESTMENT COUNSEL, LLC → | RIA / FO | $1.8B | SCOTTSDALE, AZ | CRD 110623 |
| RESOURCE CAPITAL FUNDS → | RIA / FO | $1.8B | DENVER, CO | CRD 161007 |
| TALOS EURISKO ASSET MANAGEMENT LP → | RIA / FO | $1.8B | NEW YORK, NY | CRD 332873 |
| PETRA CAPITAL MANAGEMENT, INC. → | RIA / FO | $1.8B | SEOUL | CRD 277042 |
| QUANTUM ADVISORS PRIVATE LIMITED → | RIA / FO | $1.8B | MUMBAI | CRD 141476 |
| GFI INVESTMENT COUNSEL → | RIA / FO | $1.8B | TORONTO, ONTARIO | CRD 332720 |
| GEF CAPITAL PARTNERS → | RIA / FO | $1.8B | ARLINGTON, VA | CRD 293329 |
| YUKON PARTNERS MANAGEMENT, L.L.C. → | RIA / FO | $1.8B | MINNEAPOLIS, MN | CRD 159991 |
| MYCOR CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.8B | STAMFORD, CT | CRD 324312 |
| CAIUS CAPITAL LLP → | RIA / FO | $1.8B | LONDON | CRD 285187 |
| NXG INVESTMENT MANAGEMENT → | RIA / FO | $1.8B | DALLAS, TX | CRD 131517 |
| CAIUS CAPITAL US LP → | RIA / FO | $1.7B | NEW YORK, NY | CRD 322911 |
| HBW ADVISORY SERVICES LLC → | RIA / FO | $1.7B | SIMI VALLEY, CA | CRD 143665 |
| INTRUA FINANCIAL → | RIA / FO | $1.7B | HOUSTON, TX | CRD 281554 |
| SOLUM PARTNERS → | RIA / FO | $1.7B | BOSTON, MA | CRD 310213 |
| SAPIENT PRIVATE WEALTH MANAGEMENT, LLC → | RIA / FO | $1.7B | EUGENE, OR | CRD 159419 |
| PARKMAN HEALTHCARE PARTNERS LLC → | RIA / FO | $1.7B | STAMFORD, CT | CRD 300701 |
| FINANCIAL SECURITY ADVISORY INC → | RIA / FO | $1.7B | VIRGINIA BEACH, VA | CRD 110746 |
| SWIFT CREEK PARTNERS → | RIA / FO | $1.7B | DALLAS, TX | CRD 329614 |
| AMPLIUS WEALTH ADVISORS → | RIA / FO | $1.7B | BLUE BELL, PA | CRD 312463 |
| NEXTECH VENTURES (US) LLC → | RIA / FO | $1.7B | BOSTON, MA | CRD 316683 |
| RICE HALL JAMES & ASSOCIATES LLC → | RIA / FO | $1.7B | SAN DIEGO, CA | CRD 125410 |
| ACCUMULUS CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.7B | NEW YORK, NY | CRD 160501 |
| EQUUS CAPITAL PARTNERS, LTD. → | RIA / FO | $1.7B | NEWTOWN SQUARE, PA | CRD 158719 |
| BCPC ADVISORS, LP → | RIA / FO | $1.7B | BOSTON, MA | CRD 327851 |
| LATASH INVESTMENTS, LLC → | RIA / FO | $1.7B | ANCHORAGE, AK | CRD 128012 |
| STEELE CREEK INVESTMENT MANAGEMENT LLC → | RIA / FO | $1.7B | CHARLOTTE, NC | CRD 170209 |
| MERIDIAN WEALTH ADVISORS, LLC → | RIA / FO | $1.7B | AUSTIN, TX | CRD 282609 |
| WBH ADVISORY, INC. → | RIA / FO | $1.7B | BALTIMORE, MD | CRD 105289 |
| AMITY VENTURES → | RIA / FO | $1.7B | SAN FRANCISCO, CA | CRD 290313 |
| ASSURED HEALTHCARE PARTNERS LLC → | RIA / FO | $1.7B | NEW YORK, NY | CRD 311479 |
| CENTER ROCK CAPITAL PARTNERS, LP → | RIA / FO | $1.7B | CHICAGO, IL | CRD 291521 |
| FELDMAN, INGARDONA & CO → | RIA / FO | $1.7B | DOWNERS GROVE, IL | CRD 29449 |
| MSC ADVISER I, LLC → | RIA / FO | $1.7B | HOUSTON, TX | CRD 169939 |
| LONG PATH PARTNERS, LP → | RIA / FO | $1.7B | STAMFORD, CT | CRD 299053 |
| RW INVESTMENT MANAGEMENT LLC → | RIA / FO | $1.7B | EAGLE, ID | CRD 282707 |
| COMMONWEALTH CREDIT ADVISORS, LLC → | RIA / FO | $1.7B | WEST PALM BEACH, FL | CRD 312541 |
| WNY ASSET MANAGEMENT, LLC → | RIA / FO | $1.7B | WILLIAMSVILLE, NY | CRD 153872 |
| AGW CAPITAL ADVISORS → | RIA / FO | $1.7B | TAMPA, FL | CRD 150570 |
| ALLY INVEST ADVISORS → | RIA / FO | $1.7B | CHARLOTTE, NC | CRD 170301 |
| ENGINE CAPITAL MANAGEMENT, LP → | RIA / FO | $1.7B | NEW YORK, NY | CRD 168315 |
| LIBERTY WEALTH MANAGEMENT, LLC → | RIA / FO | $1.7B | OAKLAND, CA | CRD 286001 |
| PERRY CREEK CAPITAL LP → | RIA / FO | $1.7B | NEW YORK, NY | CRD 172376 |
| GALAXY DIGITAL CAPITAL MANAGEMENT LP → | RIA / FO | $1.7B | NEW YORK, NY | CRD 293908 |
| CATALYST FINANCIAL PARTNERS → | RIA / FO | $1.7B | BOSTON, MA | CRD 299335 |
| ADVISORSHARES → | RIA / FO | $1.7B | BETHESDA, MD | CRD 149782 |
| GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. → | RIA / FO | $1.7B | BOSTON, MA | CRD 161579 |
| WEXFORD CAPITAL LP → | RIA / FO | $1.7B | WEST PALM BEACH, FL | CRD 108726 |
| STAFFORD CAPITAL PARTNERS INC. → | RIA / FO | $1.7B | AUSTIN, TX | CRD 171419 |
| RK CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.7B | WESTON, FL | CRD 314175 |
| NOVEM GROUP → | RIA / FO | $1.7B | ROCHESTER, NY | CRD 158964 |
| PRINCETON EQUITY GROUP → | RIA / FO | $1.7B | PRINCETON, NJ | CRD 310405 |
| SLATE ADVISORY SERVICE (US) LLC → | RIA / FO | $1.7B | CHICAGO, IL | CRD 310404 |
| GCW PARTNERS LLP → | RIA / FO | $1.7B | LONDON | CRD 292793 |
| DELEGATE ADVISORS, LLC → | RIA / FO | $1.7B | CHAPEL HILL, NC | CRD 159953 |
| OMEGA FUND MANAGEMENT, LLC → | RIA / FO | $1.7B | BOSTON, MA | CRD 157753 |
| ARGENT ADVISORS, INC. → | RIA / FO | $1.7B | RUSTON, LA | CRD 112028 |
| INVICTUS PRIVATE WEALTH, LLC → | RIA / FO | $1.7B | – | CRD 317727 |
| COLBECK CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.7B | NEW YORK, NY | CRD 282406 |
| BROADWOOD CAPITAL, INC → | RIA / FO | $1.7B | NEW YORK, NY | CRD 159286 |
| CLARKSTON CAPITAL PARTNERS, LLC → | RIA / FO | $1.7B | ROCHESTER, MI | CRD 143456 |
| ACCURATE WEALTH MANAGEMENT, LLC → | RIA / FO | $1.7B | WESLEY CHAPEL, FL | CRD 298137 |
| HOUSATONIC PARTNERS → | RIA / FO | $1.7B | SAN FRANCISCO, CA | CRD 157618 |
| QUEST INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.7B | LAKE OSWEGO, OR | CRD 110640 |
| LINSE CAPITAL LLC → | RIA / FO | $1.7B | SAN JUAN, PR | CRD 289222 |
| P/E GLOBAL LLC → | RIA / FO | $1.7B | BOSTON, MA | CRD 155642 |
| LGL PARTNERS, LLC → | RIA / FO | $1.7B | PHILADELPHIA, PA | CRD 289784 |
| THE PRAEDIUM GROUP LLC → | RIA / FO | $1.7B | BOCA RATON, FL | CRD 161789 |
| OAK RIDGE INVESTMENTS, LLC → | RIA / FO | $1.7B | CHICAGO, IL | CRD 107066 |
| SEELAUS ASSET MANAGEMENT, LLC → | RIA / FO | $1.7B | CHATHAM, NJ | CRD 149582 |
| AMERICAN INFRASTRUCTURE → | RIA / FO | $1.7B | FOSTER CITY, CA | CRD 299402 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC → | RIA / FO | $1.7B | LITTLE ROCK, AR | CRD 288981 |
| NORTH PEAK CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.7B | NEW YORK, NY | CRD 294042 |
| KBS CAPITAL ADVISORS, LLC → | RIA / FO | $1.7B | NEWPORT BEACH, CA | CRD 166213 |
| LIONTREE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.7B | NEW YORK, NY | CRD 315628 |
| CITRIN COOPERMAN WEALTH MANAGEMENT, LLC → | RIA / FO | $1.7B | NEW YORK, NY | CRD 317528 |
| GILBERT & COOK, INC. → | RIA / FO | $1.7B | WEST DES MOINES, IA | CRD 283112 |
| RAFFA INVESTMENT ADVISERS → | RIA / FO | $1.7B | – | CRD 136971 |
| ROTHSCHILD WEALTH LLC → | RIA / FO | $1.7B | OAKBROOK, IL | CRD 162442 |
| FIFTH DOWN CAP LLC → | RIA / FO | $1.7B | – | CRD 312861 |
| PRESCOTT GENERAL PARTNERS LLC → | RIA / FO | $1.7B | BOCA RATON, FL | CRD 157907 |
| PARSIFAL CAPITAL MANAGEMENT, LP → | RIA / FO | $1.7B | GREENWICH, CT | CRD 299858 |
| CORUNDUM GROUP, INC. → | RIA / FO | $1.7B | COLORADO SPRINGS, CO | CRD 106490 |
| CRA FINANCIAL SERVICES, L.L.C. → | RIA / FO | $1.7B | NORTHFIELD, NJ | CRD 124004 |
| MAG CAP → | RIA / FO | $1.7B | RIDGELAND, MS | CRD 298398 |
| AFFINITY ASSET ADVISORS, LLC → | RIA / FO | $1.7B | NEW YORK, NY | CRD 312788 |
| SIGNAL ADVISORS WEALTH, LLC → | RIA / FO | $1.7B | DETROIT, MI | CRD 301086 |
| WELLINGTON CONSULTING SERVICES INC → | RIA / FO | $1.7B | CHANTILLY, VA | CRD 105837 |
| ADVISORS PREFERRED LLC → | RIA / FO | $1.7B | ROCKVILLE, MD | CRD 157980 |
| PETREDIS INVESTMENT ADVISORS → | RIA / FO | $1.7B | WARRENDALE, PA | CRD 322371 |
| NEVASTAR FINANCE LTD → | RIA / FO | $1.7B | LONDON | CRD 172523 |
| LEE FINANCIAL COMPANY, LLC → | RIA / FO | $1.7B | DALLAS, TX | CRD 105910 |
| SMITH AFFILIATED CAPITAL CORP. → | RIA / FO | $1.7B | NEW YORK, NY | CRD 107675 |
| CLEARWATER CAPITAL PARTNERS → | RIA / FO | $1.7B | HOFFMAN ESTATES, IL | CRD 139886 |